| Laurel Wealth Advisors LLC | 118 | $404 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 82 | $381 | 0.00% | +23+39.0% | Added |
| CNB Bank | 105 | $359 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $342 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $342 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 100 | $342 | 0.00% | +100 | New |
| ClariVest Asset Management LLC | 99 | $334 | 0.00% | +99 | New |
| New Millennium Group LLC | 95 | $325 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 92 | $315 | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 90 | $307 | 0.00% | −107−54.3% | Reduced |
| Compagnie Lombard Odier SCmA | 85 | $291 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 79 | $270 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 76 | $260 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 75 | $256 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 72 | $246 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 69 | $236 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $233 | 0.00% | – | – |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 64 | $220 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 62 | $213 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 54 | $185 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 53 | $181 | 0.00% | +53 | New |
| Delta Asset Management LLC | 50 | $171 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $171 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $171 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 41 | $141 | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 35 | $120 | 0.00% | +35 | New |
| GPS Wealth Strategies Group, LLC | 34 | $116 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 31 | $106 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 27 | $91 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 25 | $86 | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 21 | $72 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $68 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 17 | $58 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 15 | $52 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 15 | $52 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 14 | $48 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $45 | 0.00% | −1,000−98.7% | Reduced |
| Main Street Group, LTD | 11 | $37 | 0.00% | +11 | New |
| Planned Solutions, Inc. | 10 | $34 | 0.00% | +10 | New |
| Macroview Investment Management LLC | 7 | $24 | 0.00% | −119−94.4% | Reduced |
| FSC Wealth Advisors, LLC | 7 | $24 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6 | $20 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $14 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 3 | $11 | 0.00% | +3 | New |
| Hoertkorn Richard Charles | 3 | $10 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 40 | $0 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 120 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 31 | $0 | 0.00% | +1+3.3% | Added |
| HBC Financial Services, PLLC | 69 | $0 | 0.00% | +69 | New |
| Financial Connections Group, Inc. | 60 | $0 | 0.00% | +60 | New |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −12,751,961−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −4,645,043−100.0% | Sold out |
| Managed Asset Portfolios, LLC | 0 | $0 | 0.00% | −3,504,261−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −3,289,600−100.0% | Sold out |
| Ariel Investments, LLC | 0 | $0 | 0.00% | −2,290,872−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −913,075−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −706,860−100.0% | Sold out |
| Tegean Capital Management, LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −428,550−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −254,430−100.0% | Sold out |
| Pennsylvania Capital Management Inc | 0 | $0 | 0.00% | −151,075−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −124,400−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −101,038−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −78,010−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −76,464−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −75,865−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −74,838−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −72,662−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −55,891−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −40,653−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −38,026−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −27,986−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −27,583−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −27,453−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −24,711−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −24,348−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −23,563−100.0% | Sold out |
| Dudley Capital Management, LLC | 0 | $0 | 0.00% | −22,800−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −22,236−100.0% | Sold out |
| Vista Wealth Management Group, LLC | 0 | $0 | 0.00% | −21,523−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −21,416−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −20,134−100.0% | Sold out |
| Cape Cod Five Cents Savings Bank | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| AlphaQ Advisors LLC | 0 | $0 | 0.00% | −19,291−100.0% | Sold out |
| Northern Financial Advisors Inc | 0 | $0 | 0.00% | −18,991−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −19,254−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −17,977−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −16,996−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −16,803−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −15,953−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −15,282−100.0% | Sold out |
| Builder Investment Group Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −16,132−100.0% | Sold out |
| Beacon Financial Advisory LLC | 0 | $0 | 0.00% | −14,606−100.0% | Sold out |